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Madison Investment Holdings’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Madison Investment Holdings’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-4,442
Closed -$351K – 248
2017
Q4 		$351K Sell
4,442
-103,024
-96% -$8.19M 0.01% 241
2017
Q3 		$8.58M Sell
107,466
-101,549
-49% -$8.12M 0.15% 149
2017
Q2 		$16.7M Sell
209,015
-746
-0.4% -$59.6K 0.31% 110
2017
Q1 		$16.7M Sell
209,761
-10,214
-5% -$813K 0.31% 103
2016
Q4 		$17.5M Buy
219,975
+7,126
+3% +$570K 0.34% 99
2016
Q3 		$17.2M Buy
212,849
+1,912
+0.9% +$155K 0.34% 97
2016
Q2 		$17.1M Buy
210,937
+2,450
+1% +$197K 0.35% 96
2016
Q1 		$16.8M Buy
208,487
+2,192
+1% +$176K 0.36% 94
2015
Q4 		$16.4M Buy
206,295
+5,643
+3% +$452K 0.36% 103
2015
Q3 		$16.1M Buy
200,652
+5,039
+3% +$404K 0.35% 101
2015
Q2 		$15.7M Buy
195,613
+747
+0.4% +$60K 0.32% 112
2015
Q1 		$15.7M Buy
+194,866
New +$15.6M 0.31% 112
2014
Q2 		– Sell
-459,744
Closed -$36.8M – 224
2014
Q1 		$36.8M Sell
459,744
-181,647
-28% -$14.6M 0.7% 54
2013
Q4 		$51.3M Buy
641,391
+390,705
+156% +$31.4M 0.99% 32
2013
Q3 		$20.1M Sell
250,686
-92,934
-27% -$7.44M 0.43% 97
2013
Q2 		$27.5M Buy
+343,620
New +$27.7M 0.6% 65

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
FCFS
First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Madison Investment Holdings's BSV Position: Q1 2018 in Review

Madison Investment Holdings sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2018, closing a stake of 4,442 shares — an estimated $351K sold.

Madison Investment Holdings first reported a position in BSV in Q2 2013 and held it in 16 quarters. The position peaked at $51.3M in Q4 2013. 660 funds tracked by Wall St. Rank hold BSV as of Q1 2018.

  • Madison Investment Holdings reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Madison Investment Holdings sold 4,442 Vanguard Short-Term Bond ETF shares in Q1 2018, an estimated $351K.
  • Madison Investment Holdings first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 16 quarters.
  • Madison Investment Holdings's Vanguard Short-Term Bond ETF position peaked at $51.3M in Q4 2013.
  • 660 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2018.

Based on Madison Investment Holdings's 13F filing for Q1 2018, filed 11 May 2018.